Top 50 Virtue Asset Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 5.58% | 27.6K | $7.0M | +0.13%(+35) | $235.50(+26.63%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 4.42% | 31.8K | $5.5M | -5.54%(-1.86K) | $172.66(+36.54%) | 2026-03-31 | |
| DFUS | DIMENSIONAL ETF TRUST | 4.17% | 73.8K | $5.2M | +0.00%(+0) | $69.73(+16.68%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 4.11% | 18.0K | $5.2M | -6.57%(-1.26K) | $210.72(+88.48%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 3.47% | 16.6K | $4.4M | +1.17%(+193) | $245.80(+16.77%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.38% | 11.5K | $4.2M | -0.53%(-61) | $507.24(-19.28%) | 2026-03-31 | |
| DFUV | DIMENSIONAL ETF TRUST | 2.97% | 77.0K | $3.7M | +0.00%(+0) | $43.48(+21.44%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.63% | 5.1K | $3.3M | +8.06%(+379) | $643.81(+16.21%) | 2026-03-31 | |
| MCK | MCKESSON CORP | 2.62% | 3.8K | $3.3M | -1.17%(-45) | $754.07(-0.91%) | 2026-03-31 | |
| BSCX | INVESCO EXCH TRD SLF IDX FD | 2.58% | 152.9K | $3.2M | +28.19%(+33.62K) | $21.34(-1.01%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +18.07% | +64.58% |
| Top 20 Holdings Unweighted | +18.11% | +64.78% |
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